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Insurance Providing security and peace of mind for you, your family and your business
Personal Insurance
Having a contingency plan in place for those tough financial times that may arise owing to sickness, accident, or losing a loved one, is one of the smartest and wisest decisions you will ever make.
But where to start – as it can all be a bit confusing and scary? It’s our job to work together with you to come up with a plan that provides you with security and peace of mind, knowing that you have protected yourself, your family and your business.
Patel Pike Financial Services are registered financial advisors and specialise in personal, family and business insurance protection plans. We are not “tied” to any one insurance provider and have access to the full range of personal, business and group insurance services and products offered by the major insurance companies. This means you don’t need to waste time looking through numerous web sites and can be assured that we are able to source and tailor the best cover to meet your needs, at a cost that is manageable and sustainable.
Business Insurance
If you are a business owner, you will no doubt be constantly striving to increase business profitability and to build the value of your business. An important element of sustainably building the value of your business is the need to protect the value of your business. There are numerous risk exposures that can seriously damage the value of your business.
For example, if a business loses the service of its sole trader, a key employee, an owner or business partner, the consequences for the business can be serious. Profits can fall, loans may have to be repaid at short notice or, at worst, the future viability of the business can come under threat.
It is important that every business has in place a Business Protection Plan with suitable insurance covers that provide financial support in a variety of situations.
In conjunction with JP & Associates’ (Patel Pike Financial Services) strong pedigree in helping businesses successfully grow, become more profitable and more valuable, Patel Pike Financial Services provides a seamless insurance advice service to protect the value of your business.
Providing security and peace of mind for you, your family and business Please call Theo Simeonidis 0800 566 000 or 027 248 9320 or email: theo@ppfs.co.nz for a free, no-obligation insurance review, recommendations and quote.
Providing security and peace of mind for you, your family and your business
Our track record is proven by our clients
Our 25-year combined track record is one with absolute integrity. A point of pride for us is the fact that rarely any of our clients have gone into Financial Hardship. Many, however, have grown their businesses far beyond expectations, and are now enjoying a significantly better lifestyle.
Learn moreWhat our client say...
Jatin Patel is always interested in our future endeavours and offers sound advice on how to go about getting it.
He is also interested and asks about our family and life outside work, I genuinely feel we are not just a number but a valuable client, that he wishes the best for.
JP & Associates is really reliable - tells me everything I need to know about my tax obligations and deals with IRD on my behalf seamlessly. I do feel like you guys look after me and never miss a beat with keeping everything up to date and sort it out. I think I have been relying on you now for about twenty years now. Thank you very much for looking after me.
Team at JP & Associates provide us a with timely service by not only preparing our Accounts and GST but also guiding us for future growth regarding developing our various other businesses. They are quite different from other firms as the team members are very knowledgeable professionals on Accounting, Income Tax, GST, Management and provide guidance on financing our various projects. Plus having a well-qualified wider team ensures someone is always there to help us when we need them.
Jatin Patel is not only a good accountant but also an advisor who will add value to your business by providing value able advise on your business decisions to grow your business and arrange finance from various banks.
JP & Associates provide friendly and professional services at all times. We have been with you guys since the beginning of our business. I believe – Choose once, but choose the best.
I have been working with Mr Patel and his team for the last 4 years. His advice and meticulous attention to detail have been instrumental in the development of my investment portfolio. Mr Patel and his team are very approachable, accessible and caring. Their professionalism and high work ethic have earned them significant trust within the industry. This was very helpful to me when there was a need for high level negotiation with the IRD.
Their personalised approach makes one feel special and important. More importantly Jatin is a humble, caring and giving member of the community. For years he and his family support many charities not just through donating money but through spending countless hours/days helping out in deprived communities. I am very privileged to have Jatin and his team to oversee my business and personal finances.
Alpha Recruitment was a client of Patel Pike when we purchased the business in 2003 and I was impressed by the no-nonsense approach that Jatin in particular brought to his accountancy. Our relationship has remained strong since then and every year we have been able to get to an accurate representation of our GST liability, our tax liability, and any other issues that arise from time without a lot of drama.
In the last two years a lot of our focus has been on getting our financial and management reports onto a fixed monthly timetable and we have been helped a lot with this by Jatin and one of his seniors, Nirang Shah. With the introduction of Nirang to us as a taxation expert I feel that Jatin and Nirang, through their firm, JP & Associates, have enabled Alpha to proceed with our business plans in confidence that we are on a firm financial footing.
I am also impressed by the way that JP & Associates manage the relationship with Alpha. They are not end of year only people and are now involved in our success. I believe that if you are interested in changing your current Accountancy supplier you would have no regrets later in choosing Jatin and his firm.

